The Spark of Ingenuity: Empowering learners with options

The 7th annual eCampusOntario Micro-Credentials Forum – Pathways for Jobs – concluded today. Over three half days we engaged with hundreds from across Ontario, Canada and indeed the world on how micro-credentials are reshaping the face of education today. 

It was gratifying to get to spend time together as a community, to share stories, experiences and ideas; and to collaborate on a common vision for the future.

Key takeaways include:

• Empowering learners with options is an important foundational value of micro-credentials.
• Listening to learners and employers is essential to standing up relevant and timely programs. 
• There are opportunities to build on the needs of learners with stacking micro-credentials and to use these to promote further engagement.
• Providing badges and other visible ways of demonstrating completion on platforms like LinkedIn is important for promoting conspicuous contribution and employer and learner engagement. 
• Micro-credentials support a No Wrong Door approach to education: any point of access to education and pathways for career progression. 

Calls to action:

• Sectors such as the mobility industry – led by OVIN – have articulated a clear vision for the skills and competencies employers need., Educational institutions have an opportunity to meet these needs today.
• More broadly there is a need for PSE to engage with employers and partners in new, more agile ways. 
• Micro-credentials have an “iPad conundrum”: People want them but might not know what they are.

eCampusOntario is the clutch that enables many gears (employers, educators, institutions) to enact the smooth transmission of knowledge. The eCampusOntario Micro-Credentials Framework has provided the blueprint for the Canadian conception of what a micro-credential is.We have tools to construct micro-credentials, and we help broker partnerships between employers and institutions. 

We look forward to continuing to support the future of education with options for learning. 

Below is a more detailed summary:

The theme of the 2023 Micro-credentials Forum was “Pathways for Jobs.” As a frame for our discussion here are a few facts that make the focus on how micro-credentials help put people into programs and into jobs timely. 

• Canada has the second highest level of tertiary education in the OECD. 
• Highest in the G7 – 66.4% of our population has a tertiary credential.
• The majority of students entering tertiary education are mature learners. 
• The PSE system was designed for direct entry from high school. These are now the (small) minority of learners entering PSE
• These learners will continue to access tertiary education in order to reskill, upskill and pivot their personal career paths. 
• Indigenous and immigrant learners are the two growing demographics that will be seeking tertiary education
• For Indigenous learners micro-credentials are important avenues of access
• Many newcomers to Canada already possess tertiary credentials; they need fast routes to labour market participation 
• Fundamentally, Micro-credentials support agile participation in the innovation economy and our collective ability to address key challenges in the world today
• Climate change
• New technology integration
• The Intangibles economy

These are all important shifts that we are collectively responding to. These shifts all emphasize the importance of providing new forms of education, like micro-credentials, to support social, economic and cultural resilience.  

Day one featured really thoughtful presentations by Tricia Williams, PhD and Sanjeev Gill whose presentations each discussed the importance of partnerships between institutions and businesses. There was great discussion about better linking of employers and institutions and the business models of providing micro-credential continuing education, and an exemplary model of this with the RapidSkills program at Georgian College, presented by Holly Burch-Hie, Mary Johnston, and Stephannie Schlichter. eCampusOntario's Alex Hughes, PhD provided insights into the forthcoming report our Research and Foresight team is producing on learner perceptions of micro-credential wallets - stay tuned for the release of this important look into the future of digital credentials!

Our second day, held online, featured engaging presentations broadcast live from the collective studios of the eCampusOntario annual Micro-Credential Forum.

Thank you to Rowan Smith and Rebecca Jamieson from Six Nations Polytechnic for opening the day with a welcome and land acknowledgement. I greatly appreciated your opening remarks and encouraging us to open our hearts and minds to learning.  It was a great way to start the afternoon of discussions.

Thank you to the Honourable Jill Dunlop, Minister of Colleges and Universities | Collèges et Universités for opening remarks about the importance of micro-credentials and how Ontario is leading the country in supporting agile educational options for learners. The Ontario Micro-Credential Strategy is helping to ensure that Ontario remains a competitive jurisdiction – able to help people rapidly retrain and reskill for all sectors of the economy.

And thank you to Steven Murphy, PhD, ICD.D, co-chair of eCampusOntario and president of Ontario Tech University. Your remarks about how we are collectively rethinking traditional credentials and how micro-credentials work effectively with traditional credentials are timely as we realize this opportunity space.

We had excellent presentations from Raed Kadri and Amanda Sayers from the Ontario Vehicle Innovation Network who talked about how they are putting in place the conditions for success across the spectrum of inputs to the automotive industry: mobility as a sector, enabled by technology and fuelled by a complex amalgam of people, ideas, raw elements and minerals and the know how and drive to excel, together. As Raed said, "allowing innovation to thrive" is essential, and by working together we will succeed.

Adam Hopkins and Ashley Maracle from First Nations Technical Institute provided excellent insights into linking traditional ways of knowing and learning to micro-credentials with their approach to learning bundles. They also talked about their approach to PLRR: Prior Learning Recognition and Renewal – what a great way to acknowledge the experiences and gifts folks bring to learning.

Allyson Pele from the Northwest Business Centre demonstrated not only that the scale of entrepreneurship in Ontario is really vast, but also the power of micro-credentials to spark ingenuity. Micro-credentials are pathways for jobs, but these are for the job makers - the entrepreneurs - as well as the job takers. Both are essential.

We ended the afternoon with a masterclass presentation from Melanie Gomez-Murphy and Michelle Mouton from TALENT™ (Ontario Tech Talent). Theirs was "a story about relationships" - a common theme in the development of partnerships and the importance of listening – to the needs of learners, to the needs of businesses, and the particular contexts in which people live and work.

Our third day of the 7th Annual Micro-Credential Forum was opened with an address by Deputy Minster Shannon Fuller from the Ministry of Colleges and Universities. Deputy Fuller outlined how micro-credentials are helping people build the skills they need for the jobs of today and tomorrow.

Everyone’s path is different and the focus on providing options for learning is important. The many components to Ontario’s Micro-Credential Strategy provide needed supports for learners, institutions and partners to access education in new ways. “We all share a commitment to everyone from all walks of life,” she noted, and “PSE does not stop at the completion of a degree or diploma.” 

Empowering learners with options is an important foundational value of micro-credentials. When micro-credentials are offered online and face to face learners benefit- this helps increase participation in education and ensures that there are opportunities for all learners to build their skills.

We heard from Evan Tapper, Director of Continuing Education at OCAD University, who spoke about the importance of industry partnerships and outlined some of the challenges around objectives, priorities and timelines. Evan focused on the important context of creative entrepreneurs and those who are participating in the gig economy. This is a really important validation of the role of micro-credentials in being pathways for jobs – the spark of ingenuity for entrepreneurship. On a related note check out this recent research by Matthias Oschinski on The Skill Utilization of Gig Workers – it is some really interesting relevant research.

Jonathan Bauer and Nadine Ogborn from RRC Polytech discussed their partnership with Skip the Dishes in their discussion Micro-credentialing for Gap Training. RRC provides education and training and pathways for additional learning. They discussed what I would call the iPad conundrum: People wanted them but didn’t necessarily know what they were. 

This is a “known known” in many respects – microcredentials are a name for something people understand well – continuing and lifelong education. There are many important concepts that accrue to the use of the term micro-credentials, so marketing and communications are important to ensure we share a common understanding of what they are and their potential. 

For micro-credentials RRC focuses on assessed learning as important to defining what a micro-credentials is. This is congruent with the eCampusOntario Micro-Credentials Framework which has provided the blueprint for the Canadian conception of what a micro-credential is. Also important is their point that digital badges provide a really concrete and visible way to demonstrate completion of the micro-credential.

A few presentations focused on supporting faculty. This included Alexandre Bekhradi, Anne-Marie Cantin and Anthony Miron from the Université de Hearst who spoke about their experience on the Co-development of a micro-credential on effective supervision for internships. They provided a great network effect model for supervising internships. 

Nicole Drake and Kathryn Brillinger from Conestoga College spoke about Using Stackable Micro-Credentials for Innovative Faculty Development. Their model is a really excellent and explicit way to ensure that all faculty are able to be content experts and expert teachers. This is such an important avenue for developing our teaching talent. 

Conestoga College is a leader in offering micro-credentials, especially as it relates to faculty development. They are a great partner in our Ontario Extend program; people who complete the full Extend micro-credential gain advanced standing in the Conestoga College Certificate in Post-Secondary Teaching.

John Lewis, University of Toronto School of Continuing Studies and Alexis Berolatti of BCDiploma discussed Micro-credentials: the pathway from a learner-focused experience to innovative new blockchain tools. Again, meeting the needs of learners with Relevant and Targeted content, and Funding opportunities – including OSAP eligibility and reasonably priced where not OSAP eligible – is essential. Authentic assessments that reflect workplace deliverables provides a great focus on really relevant learning. And employer endorsements of many of the micro-credentials offered

They showed how sharing micro-credentials on LinkedIn supports further pathways and conspicuous contribution of upskilling and career progression – learners are enthusiastic and positive about their learning and really good organic marketing for the programs. Alexis Berolatti reminded us that the market for micro-credentials is global. Encouraging learners to present their micro-credentials on their LinkedIn profile helps these learners, but also our institutions that offer them. Blockchain-based platforms that use the Open Badge Data Model is important for ensuring that a basic amount of information is presented in any digital portfolio. Complementary attributes further enhance the value of the presentation of a digital artefact. The value of using the blockchain to distribute your micro-credentials is that that are then verifiable, sustainable, trusted and tamper proof (eCampusOntario provide BCDiploma for our members).

The Forum closed with a panel discussing Credit Pathways and Laddering Panel: Building the Micro-credential Learning Journey and Pathways Forward, featuring ONCAT’s Adrienne Galway, John Reid from Yukon University, Sheila Leblanc from the University of Calgary, and William Gage from York University.

Discussion was excellent and focused on recognizing what learners want and what employers want. An intentional approach to design will help employers understand what the students have done and help the students articulate what they have learned. Micro-credentials can help institutions think more overtly about how they work with employers. Creating doorways to education instead of pathways (Sheila Leblanc’s point) will help reframe how we can collectively get better at becoming a more responsive educational system if we are to play a meaningful role in the professional and work force development ecosystem.

The 2023 Micro-Credential Forum was closed by Rowan Smith who noted he has had the opportunity to learn as a young person what the PSE system is becoming. Thank you again Rowan for helping us frame the event.

And that’s a wrap for this year. It was a great series of discussions. 

Thank you all for participating and thank you to the eCampusOntario team for standing up such a best-in-class discussion on the future of education.

Intentional Innovation

Much ink has been spilt in Canada regarding our lacklustre innovation capacity as a puzzling counterpart to our international excellence in basic research. I won't be retrying these arguments. Rather, I want to point out an excellent article on the need for intentional innovation and the absolute necessity of updating our approach to how we integrate research and industrial innovation ecosystems. 

In Canada needs a new approach to science, research to stay competitive, Robert Asselin does an excellent job of articulating the need for "The modern application of science and technology is the new frontier of economic competitiveness." This statement will alienate some who might prioritize the approach to publicly funded research outlined by Vannevar Bush in Science: The Endless Frontier, in which public funding was exchanged for autonomy to pursue basic research. Applied research and experimental development were thought to emerge naturally from market-facing actors who would create value from the fruits of basic research as they realized a vague downstream potential. That was good when this was first articulated in the 1945. But as Asselin points out "The arms-length science model we adopted after the Second World War does not provide an adequate framework for today’s economic paradigm."

As Asselin says, "the road to innovation is long and hard," and it requires us to think and act in new ways. This means being intentional about creating and protecting intellectual property (IP), and helping to foster collaboration across the public and private sectors. Below I've put a logic model that outlines such an approach, reposted from earlier. 

And we have successfully piloted this model in Toronto as part of an orchestrated COVID-19 response where the 8 colleges and universities in Toronto worked together to support City of Toronto research priorities. eCampusOntario is supporting all of our 53 members to bring this model to fruition across the province. 

Watch this space for more, but in the meantime, read this article. And while you are at it, check out this one From Dan Breznitz and Daniel Trefler.

An Integrated Model for Intentional Innovation: From Idea to Impact

On marketing and micro-credentials

I had the great pleasure of being a guest on the Marketing News Canada podcast with marketing and  podcast expert Darian Kovacs from Jelly Academy. We talked about

• How the rise of micro-credentials is similar to streaming music 
• The importance of micro-credentials in upgrading and upskilling one's career, and how it serves as a form of continuing education 
• The demand for both a combination of technical and soft skills

It was a great discussion about the importance of micro-credentials and the role of collaboration and innovation in post-secondary education. 

And in an esprit de l'escalier I am really interested in discussing and learning more about the role of marketing and education more broadly, particularly as it relates to partnerships that support collaborative innovation, upskilling outcomes and work integrated learning. 

My thanks to Darian and Jelly Academy for the opportunity to join the discussion. 

Logo of Marketing News Canada

From Digital First to Digital by Design: Education for the Post-Pandemic World

I’m truly excited to be joining eCampusOntario today. Thanks to everyone for the warm welcome to this integral organization.

The eCampusOntario team has done an amazing job of managing the pandemic pivot, led by Interim Co-Executive Directors Lena Patterson and Jamee Robinson. Their message from 3 August 2020 outlines the critical role eCampusOntario plays in the Ontario post-secondary education system, from supporting the student experience and faculty innovation in pedagogy and the use of educational technology, through to broader strategic goals such as furthering the development of micro-credentials and sector collaboration. We really are all in this together.

As we go forward we need to be mindful of the current social context. This includes the imperative to join the fight against anti-Black racism and anti-BIPOC racism, and to support Equity, Decolonization, Diversity and Inclusion in everything we do. The COVID-19 crisis has exacerbated challenges for people experiencing marginalization in our society. We will seize this moment to rebuild and support an environment that prioritizes inclusion, representation and voice.

I take the helm of our organization at a time when what we do at eCampusOntario is more important than ever before. The team has done a superb job of helping the PSE sector pivot into digital first. This work will take on even more resonance as eCampusOntario leads efforts to enhance the learner experience across all campuses in Ontario.

And we should remember that while we are navigating a wholesale transformation of society, not least the post-secondary education environment, these changes are not necessarily all new. The internet has been with us for several decades. My own undergraduate learning experience in the mid-1990s included online video conferencing classes with learners from across northern British Columbia campus connection sites. This enabled learners to access courses and credentials without travelling far from their homes. These were formative experiences for me, confirming that we could take new technologies and ways of communicating and create meaningful learning and access opportunities.

Having worked in Ontario’s post-secondary education sector for the past 20 years--10 years in colleges and 10 years in universities--I am struck by the incredible opportunity before us. We can position Ontario PSE to collaborate to compete together, supporting pandemic recovery and resilience.

Following the pandemic pivot, our focus can now shift to Digital by Design. Where the pandemic forced us all to scramble to put everything online, we now have the opportunity to more mindfully and artfully design digital learning environments that support all learners. For the future of digital learning must be about options: options to facilitate learning in distributed, online environments, to scaffold face-to-face and in situ learning via mediated communities of practice, and to provide ways for learners to access microcredentials that ladder into certificates, diplomas and degrees in support of ongoing career progression.

Over the next three months, eCampusOntario will consult broadly with stakeholders as we create a new strategic plan to take us through the next 3-5 years. How can we support system transformation and stability through digital by design learning? How can we create meaningful education when face-to-face interaction is limited? How do we ensure all learners can access education and support for ongoing career and personal development?

I look forward to learning with and from our community in this process. We are interested in your thoughts, your innovations, your caveats and cautions, and the excellent research that will help guide the way. Stay tuned to hear more about ways you can get involved, including at our upcoming annual conference, being held 20-21 October 2020.

Instructional Design for Extensible Online Learning

"In those tumultuous and kinetic times, the time of actualised desire, I myself had only one desire. And that was, for everything to stop.”

Angela Carter’s The Infernal Desire Machines of Doctor Hoffman

Angela Carter’s fin de siècle science fiction novel presages an approximation of where we now find ourselves. The COVID-19 crisis has led to physical distancing and isolation from social context, with a concomitant social media “exercise in status display” taking hold in some quarters.

For postsecondary education we are told that “Universities, colleges face potential budget crunch as they assess impact of COVID-19 on international student enrolment.” This is an important reminder to the fragility of the economic basis in which we operate, namely the reliance on international student recruitment to fund the enterprise.

There is some hope: “time spent in an online course would count toward the time in Canada required to earn a work permit.” This is an important development that will aid our modelling of how we emerge from the current constraints, and into the mesocosm--an experimental enclosure--that will mediate and mitigate physical distancing in the time it takes to create a COVID-19 vaccine.

Scenario modelling could use a 50% probability basis for unpacking how we will return to in situ work. That is: we have a 50% chance of returning to face-to-face learning in September. And within this, that we will have to accommodate 50% less students on campus. This latter could be because of declining enrolments or physical distancing rules.

Basically this means we don’t know, but this should not stop us from modelling out the differing types of scenarios. We should do this while standing up the learning supports to enact a more flexible, distributed learning. Because either way, more remote learning is in our collective future.

Government and health leaders are advising that the current physical distancing practices will last months. This uncertainty, coupled with the COVID-19 experience of other jurisdictions, suggests that universities and colleges need to prepare not just for the long-term impact of the current physical distancing practices, but also for shorter-term approaches to address the continued need for physical distancing and isolation. Responsible, responsive curricula development necessitates significant changes to and adaptations of curriculum delivery, such as this is feasible within our programs, and which ensures that we collectively continue to provide positive teaching and learning experiences. This can be done while supporting and protecting faculty autonomy and prioritizing effective pedagogy.

Flexible learning is an approach that blends online (synchronous; asynchronous) teaching and learning with face to face (F2F) or in situ learning. While F2F learning will not be feasible in the short to medium term, we can start to anticipate a gradual return to this as it is imperative to reifying skill and competency development.

Alex Usher offers a good take on a post-pandemic collective effort in which the sector has an opportunity to collaborate on wider online learning development. This is smart--and optimistic--thinking. More and effective cooperation will help us build a system in Canada that can ensure students are provided with the appropriate scaffolding for learning now coupled with the ongoing iteration and development of a more robust realm of learning across sectors and levels. (As an aside, the National Research Council once had a whole research unit dedicated to e-learning, including the development of technologies, metadata standards; it was disbanded in 2006 or so).

Think of this as a way to offer a seamless student experience and a single point of entry into learning capable of bridging initial engagement to learning to employment to community building through alumni. Effective online learning as a core component of the larger pedagogical support structure will help us teach the skills and competencies that our learners will put into practice. This is the essence of “extensible online learning, where the goals of skills transference are made explicit in relation to online learning, and these skills are in fact transferred into practice” (Luke et al 2009).

There are various components to consider in the migration or transition into flexible learning:

1. Determining courses and course components that can be accommodated online
This will highlight curricula strengths, and it provides an opportunity to disaggregate programs and courses into microcredentials that can be stacked in potentially creative ways to achieve learning outcomes. This disaggregation will be important for our 50-50 scenario modelling.

2. Sequencing / Flexibility to continue delivering small–group f2f learning 
A modular, flexible learning approach will not only support new modes of teaching and learning but also allow us to continue to deliver core curricula. Online components of courses can be staged or sequenced to work in conjunction with in situ learning. This extensible online learning will help us achieve learning outcomes in a staged way, and also help us stage in situ learning with less people in one place at one time as need be.

3. Matching just-in-time remedial detours to support in situ learning
Having online content readily available and accessible and shareable via a robust learning object repository will enable learners to access content when and as needed to support in situ learning.

4. Exploring integration with other curricular models and systems provincially, nationally and even internationally 
By supporting an expanded set of learning approaches and curricular options for students, there is significant opportunity to explore integration of other systems, learning objects, courses, media etc, as per Usher’s point about collaborating to compete together. eCampus Ontario's Extend is one good example of this.

5. Ensuring iterative, agile development and evaluation
Develop and deploy evaluation instruments within courses that conduct formative and summative assessment on learning outcomes, in addition to faculty and student satisfaction, for continuous quality improvement. Online learning has been around for three decades at least. This is an unprecedented opportunity to not only leverage the research and insights gained through this time, but also to conduct ongoing research and evaluation of how best to stand up flexible learning.

Doug Saunders, writing in the Globe and Mail, reminds us of another science fiction writer, William Gibson, and the premise of “The Jackpot” that underwrites Gibson’s stories: “It’s not a big bang, but rather a lethal spiral of preventable disasters abetted by incompetent leadership and economic contraction.” “But there is hope” Saunders reminds us, in that “During this crisis, and in its long recovery, it would be a terrible waste if we did not spend in ways that also make the world a cleaner and more resilient place. If we have these higher goals in mind, though, we can turn a fatal spiral into a hopeful one.”

From anytime, anywhere, to all the time, everywhere

Many years ago (2001 in fact) I read a very insightful piece by Phil Agre: Welcome to the Always-On World. This piece has been on my mind of late as the world transitions into remote work. I am reminded of something a student once said - or rather posted in an online course I was teaching back in 2003 or so (in which I was referencing the above article). We were discussing the pros and cons about online learning, and talking about the phrase being bandied about then of the Internet enabling learning anytime, anywhere. This student said online learning is more like all the time, everywhere. 

While we all realize that working from home brings its own challenges - not to mention that it has amplified issues of accessibility, access and broader digital literacy - we are all realizing that it is important to have some boundaries, mostly time-based, but habitual as well. And in many respects learning all the time everywhere is what we do anyway. It is an apt representation of what we now call experiential learning. What the Internet adds is the connection to wider communities - communities of learning, communities of interest, and communities of practice. We are all engaging in some form of "legitimate peripheral participation" in which learning happens with our peers.

For those of us in post-secondary education making a wholesale transition into more online learning, as much to enable students to salvage current semesters as to scaffold the current reality into the new normal. In making this transition we have to recognize that not everything can be taught online, but we can - and we should - leverage the wider capabilities that online learning affords in order to support skills development and digital literacy more broadly.

This means we need to engage the cognitive, affective and psychomotor learning modalities, to help learners move from head, to heart to hand - to link thinking, with doing, and to do so with care.

I've been working on updating a model of flexible learning developed via research on this topic over the past couple of decades.

Diagram showing a circular model of flexible learning, connecting the conspicuous contribution of the academic enterprise with community learning and in situ making.

The skills that are in high demand are those most difficult to teach online

Global pandemic planning has led to emphasis on online learning to ensure that students can continue to learn and finish the current term. But maker skills, which are now more than ever in demand, are the most difficult to teach online. This conundrum underlies the transition to a new, social-distancing normal.

The current crisis has amplified a downside of globalization: the interconnectivity of market production has for the past several decades led to the hollowing out of manufacturing capability. Since the early years of the last decade there have been calls for and moves toward a reshoring of manufacturing--largely a result of a lack of jobs and the social risks of insufficient employment for large swathes of the population. This in turn has led to a commensurate focus on the skills and competencies associated with being able to build and make things. And herein lies the main irony of where we are in education: the skills that are in high demand are those most difficult to teach online.

As the global community starts to grasp the magnitude of the challenges we are collectively facing those of us in universities and colleges are starting to plan for unknown event horizons, including when to restart in-person instruction. While it is not feasible to think that whole societies can remain in socially distant quasi-isolation indefinitely, we are witnessing a wholesale move towards more online, distributed, or flexible teaching and learning. This means thinking through how we can translate educational outcomes adapted for distributed teaching and learning. It also means figuring how we might prioritize programming to account for and accommodate those whose programs have been disrupted. We'll need to work out the best means to stage online back into in-person engagements, and to adapt in situ learning to the inevitable new guidelines or rules around social distancing.

Throughout this it occurs to me that those same goals of globalization--of distributing the means of production to lower cost regions--has led to precisely some of the problems we face in online education. Everything from engineering to design to health care will have to adapt in the short term, which may lead to positive changes over the long term. Now is the time to focus on how effective pedagogy can drive the use of any technology, and to heed the decades of research into teaching and learning, particularly as mediated through technologies like the Internet.

Budget 2019 and Full Spectrum Innovation

Federal Budget 2019 has been touted as a “skills budget” for its focus on supporting education across the primary, secondary and tertiary levels, and right through to entrepreneurship and supporting firms with a slight revamp of research tax credits. The implicit focus on education is noteworthy, as education is an important input to the research and innovation continuum. But some inconsistencies are evident in the ways in which various programs support activities related to education, research & development, and innovation & entrepreneurship. Addressing these will be relatively easy and will help Canadians companies better compete in the global innovation economy.

Several components of the Budget support its focus on skills, notably the new Canada Training Benefit, the International Education Strategy, the commitment to work integrated learning, and new funding through the Tri-Agency for graduate scholarships. Significant investments in Indigenous education and entrepreneurship will provide meaningful opportunities for indigenous people to attain higher education and create jobs via entrepreneurship. These are all very good to see.

Worth pointing out is that enriching the undergraduate experience through work integrated learning will be an important conduit for further downstream research: undergraduates become graduate students or enter industry where they can participate more directly in research activities. Research activities are of course one of the many ways in which work integrated learning offers all students opportunities to learn and work within specific contexts. Research activities, as part of work integrated learning, socialize participants to the practice of R&D and, ideally, its relationship to innovation and entrepreneurship.

The Scientific Research and Experimental Development (SR&ED) Program gets a modest tweaking in Budget 2019, notably eliminating barriers to scale-up firms in accessing the tax credit. These changes to SR&ED are welcome, but do not go far enough. In fact, they highlight a disjuncture in Canada’s approach to education and research and their relationship to innovation.

Over in the Canada’s Student Work Placement Program part of the Budget, it appears we are finally embracing what I call a full spectrum innovation: leveraging disciplines from the Sciences, Technology, Engineering, Arts, Math and Design (STEAM+D): “Budget 2019 proposes to expand the Student Work Placement Program to give students in fields outside of STEM—such as the arts, humanities and social sciences—access to work-integrated learning opportunities.” This is positive.

The disjuncture here is when we turn back to SR&ED, we see that “research in the social sciences or the humanities” are specifically excluded from SR&ED eligibility (as is “market research or sales promotion” – more on this below)[1].

The SR&ED adopts its definition from the OECD’s Frascati Manual in outlining the types of research it considers eligible for funding under the tax credit regime. A full comparison of the SR&ED and Frascati definitions of basic research, applied research and experimental development is beyond the scope of this brief review. Suffice to say any astute reader of science policy can see how strikingly similar these definitions are, even though the official history of the SR&ED definition does not once mention Frascati or the OECD.[2] No matter.

What is of consequence is that, unlike the Frascati Manual, the Canadian definition of research in the SR&ED regime omits the humanities and social sciences disciplines. This includes the disciplines of design.

Why is this important to science policy?

According to the Design Value Index published by the Design Management Institute, design-focused companies in 2015 outperformed the S&P 500 by 211%.[3] Design, and more broadly those disciplines in humanities and social sciences, are included in how Canada measures its strength in science and technology.[4] More to the point, lean startup methodology tells us we should embrace the full span of disciplines in order to enact a full spectrum innovation. The design-focused agile development approaches to product and service design and development, including talking to customers, are proven to better shape product-market fit and downstream business success. What we know about successfully supporting and scaling startups means conducting market research and sales promotion, yet these are excluded from SR&ED. And let’s not forget that product development is only one type of innovation. Services are a key feature of the Canadian economy.

The good news is that Canada is updating its definitions of what constitutes research, through the Canadian Research and Development Classification 2019.[5] Taking its cue from the Australian and New Zealand research classification systems (something OCAD University proposed to the Fundamental Science Review), the new CRDC will include the disciplines of design among other disciplines that have emerged in the past 40 years. This new definition will apply to the Tri-Agency; SR&ED would be wise to follow suit and update its own definition.

Budget 2019 expands Canada’s Student Work Placement Program to include humanities and social sciences. This represents a key step forward in ensuring we can create new products and services emerging from our excellent basic and applied research capacity. Modernizing our approach to SR&ED, and thus expanding our definition of what constitutes legitimate activities for creating better products and services for the global economy, will align public education and research activities with private sector research activities, itself a locus of public education via work integrated learning. Enabling Canadian companies to embrace multidisciplinary business methodologies from startup to scale-up will help Canada compete and prosper in the global economy.












[1] https://www.canada.ca/en/revenue-agency/services/scientific-research-experimental-development-tax-incentive-program/claiming-tax-incentives.html


[2] https://www.canada.ca/en/revenue-agency/services/scientific-research-experimental-development-tax-incentive-program/a-brief-history-definition.html


[3] https://www.dmi.org/general/custom.asp?page=DesignValue


[4] See, for example, the Council of Canadian Academies 208 report Competing in a Global Innovation Economy: The Current State of R&D in Canada. Expert Panel on the State of Science and Technology and Industrial Research and Development in Canada. https://www.scienceadvice.ca/reports/competing-in-a-global-innovation-economy/


[5] http://www.sshrc-crsh.gc.ca/funding-financement/nfrf-fnfr/crdc-ccrd-eng.aspx